Baystate Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 110 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$21,456
-6.9%
1150.0%0.00%0.0%
Q2 2023$23,041
+1.1%
115
+0.9%
0.00%0.0%
Q1 2023$22,801
+99034.8%
114
+0.9%
0.00%0.0%
Q4 2022$23
-99.9%
1130.0%0.00%0.0%
Q3 2022$20,000
-9.1%
113
+0.9%
0.00%0.0%
Q2 2022$22,0000.0%112
+0.9%
0.00%0.0%
Q1 2022$22,0000.0%1110.0%0.00%0.0%
Q4 2021$22,000
+10.0%
111
+0.9%
0.00%0.0%
Q3 2021$20,0000.0%1100.0%0.00%0.0%
Q2 2021$20,000
+5.3%
110
+0.9%
0.00%0.0%
Q1 2021$19,0000.0%1090.0%0.00%0.0%
Q4 2020$19,000
+18.8%
1090.0%0.00%0.0%
Q3 2020$16,000
+14.3%
109
+0.9%
0.00%0.0%
Q2 2020$14,000
+16.7%
1080.0%0.00%0.0%
Q1 2020$12,000
-14.3%
1080.0%0.00%0.0%
Q4 2019$14,0000.0%108
+0.9%
0.00%0.0%
Q3 2019$14,000
+7.7%
107
+0.9%
0.00%0.0%
Q2 2019$13,0000.0%106
+1.0%
0.00%0.0%
Q1 2019$13,000
+8.3%
1050.0%0.00%0.0%
Q4 2018$12,0000.0%105
+1.0%
0.00%0.0%
Q3 2018$12,0000.0%1040.0%0.00%0.0%
Q2 2018$12,0000.0%104
+1.0%
0.00%0.0%
Q1 2018$12,000
+100.0%
103
+110.2%
0.00%
+100.0%
Q4 2017$6,0000.0%490.0%0.00%0.0%
Q3 2017$6,0000.0%490.0%0.00%0.0%
Q2 2017$6,0000.0%490.0%0.00%0.0%
Q1 2017$6,000490.00%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
First Citizens Financial Corp 13,139$2,360,0001.88%
Fernwood Investment Management, LLC 28,724$5,159,0001.77%
Demars Financial Group, LLC 11,269$2,024,0001.19%
Grace Capital 8,634$1,589,0000.98%
Paradigm Financial Advisors, LLC 22,140$3,976,0000.92%
Aurora Private Wealth, Inc. 10,699$1,922,0000.78%
Stonebridge Financial Planning Group, LLC 7,419$1,399,0000.68%
Essex LLC 10,947$1,966,0000.54%
Conservest Capital Advisors, Inc. 17,231$3,095,0000.35%
PGIM Custom Harvest LLC 11,308$2,031,0000.31%
View complete list of ISHARES TR shareholders